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India Becomes OpenAI’s Second-Largest Market, Altman Reveals

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OpenAI CEO Sam Altman announced on Wednesday that India has become the company’s second-largest market by user base, with the number of users tripling over the past year. Altman met with India’s IT Minister Ashwini Vaishnaw to discuss India’s efforts to create a low-cost AI ecosystem. Altman praised India’s rapid AI adoption and its growing ambitions, emphasizing that the country should aim to lead the AI revolution.

Vaishnaw shared a post on X about his “super cool discussion” with Altman, focusing on India’s strategy to build a complete AI stack, including GPUs, models, and applications. OpenAI expressed interest in collaborating with India on all aspects of this strategy.

Altman’s comments marked a shift from his stance last year, when he questioned India’s ability to build a substantial AI model with a $10 million budget. He now supports India’s AI ambitions, calling for the country to become a leader in the field.

This visit to India comes as OpenAI faces legal challenges in the country. India’s finance ministry has also warned its employees against using tools like ChatGPT and DeepSeek for official work, citing confidentiality concerns. Despite these challenges, OpenAI continues to expand its global presence, with Altman also securing deals in Japan and South Korea during his recent travels.

 

Australia Bans DeepSeek on Government Devices Over Security Risks

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Australia has announced a ban on the Chinese artificial intelligence startup DeepSeek from all government devices, citing national security concerns. The government issued a mandatory directive requiring all federal agencies to prevent the use or installation of DeepSeek’s products, applications, and web services on government systems. Any existing instances of these services must also be removed, according to a statement released by the Department of Home Affairs.

Home Affairs Minister Tony Burke described DeepSeek as posing an “unacceptable risk” to government technology, with the ban being enforced to protect the nation’s security and interests. The move was made swiftly, responding to growing concerns regarding the startup’s potential vulnerabilities.

This ban does not apply to private citizens, only targeting government-operated systems. The decision follows a broader international trend, with several other countries, including Italy and Taiwan, also taking steps to restrict DeepSeek’s influence. Taiwan recently banned government departments from using the company’s services, while Italy imposed similar measures.

The launch of DeepSeek has raised alarms in the tech industry, particularly with its low cost and minimal hardware requirements compared to rival AI models. The startup’s emergence has led to significant market volatility, with global tech stocks experiencing declines as investors question the viability of Western investments in AI infrastructure.

Australia’s action is part of its broader efforts to tighten control over foreign technology, following its previous ban of the Chinese social media app TikTok on government devices two years ago over similar security concerns.

 

Palantir Shares Surge on Strong AI-Driven Revenue Outlook

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Palantir’s shares soared more than 18% in premarket trading, following a forecast of upbeat annual revenue driven by the growing demand for its data analytics services, particularly from businesses eager to adopt generative AI technologies. The company’s market capitalization is set to increase by about $35 billion, based on current share prices of $99.31.

The firm’s platform, AIP, has seen strong growth as businesses accelerate investments in AI, utilizing the platform to test, debug, and evaluate AI scenarios. Russ Mould, an Investment Director at AJ Bell, remarked that Palantir is capitalizing on the AI wave, with industries making substantial technological investments.

Palantir’s co-founder Peter Thiel’s company is now viewed as a major player in the AI sector. Matt Britzman, Senior Equity Analyst at Hargreaves Lansdown, compared Palantir’s AI success to Michael Jordan’s dominance in basketball, describing the company as a leader delivering game-winning results.

Palantir’s Chief Revenue Officer, Ryan Taylor, reiterated that the company would discourage commercial clients from using DeepSeek’s AI models but would continue to work with those who opt for them. U.S. officials are currently reviewing the national security implications of DeepSeek, with concerns raised by White House press secretary Karoline Leavitt.

Additionally, Taylor noted that new tariffs imposed by U.S. President Donald Trump could further boost demand for Palantir’s analytics services, especially in supply chain and logistics management.

Following the announcement, at least nine analysts raised their price targets for Palantir, with Morgan Stanley upgrading its rating from ‘underweight’ to ‘equalweight,’ recognizing Palantir as a significant player in the AI space.